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iShares iBonds Dec 2027 Term Muni Bond ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Strid Group
101
Strid Group
Pennsylvania
USD 649 k – – –
Creative Planning
102
Creative Planning
Kansas
USD 639 k -USD 176 k -6,941 -22%
SWM
103
Silverlake Wealth Management
Vermont
USD 634 k +USD 98.8 k +3,893 +18%
CFS Investment Advisory Services
104
CFS Investment Advisory Services
New Jersey
USD 613 k -USD 105 k -4,127 -15%
Smith, Moore & Co
105
Smith, Moore & Co
Missouri
USD 596 k +USD 43.6 k +1,719 +8%
Gould Asset Management
106
Gould Asset Management
California
USD 583 k +USD 25.5 k +1,005 +5%
Modern Wealth Management
107
Modern Wealth Management
Kansas
USD 583 k -USD 268 k -10,568 -32%
DSA
108
Droms Strauss Advisors
Missouri
USD 569 k +USD 169 k +6,652 +42%
EFP
109
Envision Financial Planning
Tennessee
USD 566 k -USD 24.6 k -968 -4%
CPW
110
Cove Private Wealth
New York
USD 559 k +USD 558 k +22,000 Nuevas
Woodmont Investment Counsel
111
Woodmont Investment Counsel
Tennessee
USD 555 k -USD 404 k -15,913 -42%
James Investment Research
112
James Investment Research
Ohio
USD 526 k – – –
FFG
113
Foundry Financial Group
New Hampshire
USD 521 k – – –
Sovereign Financial Group
114
Sovereign Financial Group
Connecticut
USD 500 k – – –
PPWM
115
PFG Private Wealth Management
Florida
USD 453 k -USD 6.8 k -268 -1%
OneAscent Financial Services
116
OneAscent Financial Services
Alabama
USD 430 k +USD 430 k +16,921 Nuevas
WCM
117
WealthBridge Capital Management
Ohio
USD 424 k +USD 9.44 k +372 +2%
JSA
118
Jim Saulnier & Associates
Colorado
USD 417 k +USD 2.56 k +101 +0.6%
Arax Advisory Partners
119
Arax Advisory Partners
Colorado
USD 410 k +USD 410 k +16,142 Nuevas
Sax Wealth Advisors
120
Sax Wealth Advisors
New Jersey
USD 384 k – – –
Atria Investments
121
Atria Investments
North Carolina
USD 383 k – – –
Jones Financial Companies
122
Jones Financial Companies
Missouri
USD 382 k +USD 249 k +9,804 +188%
MV Capital Management
123
MV Capital Management
Maryland
USD 367 k – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
USD 367 k +USD 4.82 k +190 +1%
Princeton Global Asset Management
125
Princeton Global Asset Management
New Jersey
USD 366 k +USD 151 k +5,944 +70%